Connect Zoho Sign and Upkeep to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Sign
Choose an Action
Automatically do this!
Get All Users
List Users
List Locations
List Parts
List Assets
List Custom Fields
List Work Order Custom Fields
List Work Orders
List Meters
List WorkOrder Cost Categories
Create Work Order
Update Purchase Order
List Purchase Order
Enable Integrations or automations with these events of Zoho Sign and Upkeep
Enable Integrations or automations with these events of Zoho Sign and Upkeep
Actions
Get Document Details
Get details for a specific document.
Get Document Form Data
Retrieve filled form fields from a specific document.
Create Signature Document
Create a document from a template, assign recipients to sign, and save as draft or send immediately.
Get All Users
Get details of all existing users
List Users
List all users for your account.
List Locations
List All Locations
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Frequently Asked Questions
To start, connect both your Zoho Sign and Upkeep accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Sign triggers actions in Upkeep (or vice versa).
Absolutely. You can customize how Zoho Sign data is recorded in Upkeep. This includes choosing which data fields go into which fields of Upkeep, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Sign and Upkeep typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoho Sign and Upkeep. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Zoho Sign
Zoho Sign is a digital signature app for business signatories. It helps you securely sign, send, and manage documents online, streamlining your workflow and ensuring compliance with legal standards.
Learn MoreAbout Upkeep
Upkeep is a leading maintenance management software designed to streamline work orders, manage assets, and improve overall operational efficiency. Ideal for facilities, property, and asset management, Upkeep helps teams stay organized and productive.
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